ProSeries Professional
Click below to find answers to the most commonly asked questions about ProSeries Professional—income tax preparation software.
- Q: Does ProSeries Professional now provide integrated tax research?
- Q: Will ProSeries run on the Microsoft Vista operating system?
- Q: Is technical support included?
- Q: I have multiple employees that need to prepare returns with ProSeries. Do I need to purchase multiple licenses or a network version?
- Q: What is the PPR license fee? Do I have to pay this if I have an unlimited bundle and need to file a few returns on a pay-per-return basis as well?
- Q: How do I add funds to my PPR account?
- Q: What is deferred billing? How is my credit card pre-authorized?
- Q: Why would I choose ProSeries Professional over ProSeries Basic?
- Q: What forms does ProSeries Professional support?
- Q: When will I receive ProSeries?
- Q: Can you convert my data from my previous tax software?
- Q: What type of training is available to me to help me get started?
- Q: How do I obtain an IRS-issued Electronic Filing Identification Number (EFIN)?
- Q: Is ProSeries Plus included with my software license this upcoming year?
Does ProSeries Professional now provide integrated tax research?
Yes, ProSeries now features Intuit ProLine Tax Research (powered by BNA) which is integrated directly into the program and enables you to quickly append articles to the return or save for later. For tax year 2010, license either 1040 Complete, PowerTax Library or PowerTax Lite and receive (3) three free uses of ProLine Tax Research. Use is valid within the 2010 tax year product only and will expire on 4/16/11.
The unlimited license is recommended if you plan to use research more than approximately 40 times annually.
Will ProSeries run on the Microsoft Windows 7 operating system?
Yes, all ProSeries tax products and add-on solutions run on Windows 7 Home Premium, Professional or Ultimate. Please refer to our system requirements page for more information.
Is technical support included?
Yes, ProSeries provides you with free U.S.-based technical support via a wide-range of convenient options: toll-free phone with extended hours during peak season, email, in-product help, chat and web. See our support site here.
I have multiple employees that need to prepare returns with ProSeries. Do I need to purchase multiple licenses or a network version?
One license of ProSeries tax software covers everyone in one company and location. If all of the ProSeries users in your office need the ability to conveniently share and synchronize files, then a network version from one common location is recommended.
What is the PPR license fee? Do I have to pay this if I have an unlimited bundle and need to file a few returns on a pay-per-return basis as well?
The pay-per-return (PPR) license fee of $275 is a one-time annual charge to ProSeries customers who are only preparing returns on a pay-per-return basis. If you have licensed an unlimited Federal ProSeries program, you will not be charged this one-time fee to prepare returns via PPR.
How do I add funds to my PPR account?
There are multiple ways for you to add funds with no deposit minimum: (1) using functionality within your ProSeries program; (2) adding funds online through MyProSeries; or (3) calling our automated customer service line at 1-800-723-0692. You may also add $100 or more to your account by speaking directly with a ProSeries customer service representative. Please note, PPR account balances are not refundable, are not transferable, and may not be carried forward to another tax year.
What is deferred billing? How is my credit card pre-authorized?
If you license or renew ProSeries tax software prior to December 3, 2010, we will not bill your credit card until that date. However, at the time of your order—and one week prior to the software shipping—an authorization will be processed on your account causing a temporary hold for the total amount due as required by your card issuer. For credit cards, the hold will be approximately 7 days for Visa and 30 days for MasterCard, Discover, and American Express. For debit cards, the hold will be approximately 3 days. Your credit/debit card will be charged on approximately December 3, 2010.
Why would I choose ProSeries Professional over ProSeries Basic?
Primarily, it comes down to your level of tax experience and the types of clients you have. The navigation and data entry in Professional is tailored more to professionals who are familiar with preparing returns and require high efficiency. In addition, Professional contains both individual and business forms.
Click here to compare features.
What forms does ProSeries Professional support?
Click the following for a full list of forms, schedules and worksheets:
1040,
1120,
1120s,
1065,
1041,
990,
706,
709,
Individual & Business States.
When will I receive ProSeries?
The CD release of ProSeries tax software for 2010 is scheduled for approximate delivery in December. Subsequent releases with software and form updates will be available via download. In addition, prior year versions of ProSeries are available for immediate download via MyProSeries.
Can you convert my data from my previous tax software?
ProSeries offers comprehensive data conversion services from most other competitive tax programs. Click here for more detail.
What type of training is available to me to help me get started?
ProSeries offers various levels of training courses and how-to video tutorials to help get you up and running quickly. New users qualify for one free online session through our First-year On-boarding program.
How do I obtain an IRS-issued Electronic Filing Identification Number (EFIN)?
In order to e-file tax returns professionally for your clients, the IRS requires you to register through them for an Electronic Filing Identification Number. Based on the time of year, the process can take anywhere from 20 to 45+ days. For quickest turnaround, it's recommended you first register for an E-Services account via the IRS Web site, then submit your EFIN application (Form 8633) online. For full directions, please call the IRS E-filing HelpDesk at (866) 255-0654.
Is ProSeries Plus included with my software license this upcoming year?
Yes, the tools in ProSeries Plus—including Client Checklist, Client Presentation and Client Advisor—are included at no additional charge for all ProSeries Professional customers.
